DUNCAN FINANCIAL MANAGEMENT, INC. is a reputable financial management firm with over 20 years of experience. Their team of advisors has a combined experience of over 50 years and offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They cater to a diverse clientele, including high-net-worth individuals, small business owners, and retirees, and their fees are based on a percentage of the assets under management, ensuring their advisors are motivated to help clients achieve their financial goals. DUNCAN FINANCIAL MANAGEMENT, INC. operates with integrity, trust, and expertise, and their advisors stay updated on the latest financial trends and regulations. They are a fiduciary and disclose all potential conflicts of interest to their clients, and have a clean disciplinary record. Overall, DUNCAN FINANCIAL MANAGEMENT, INC. is committed to providing exceptional financial services and helping clients secure their financial future.
Summary of SFC Financial LLC
SFC Financial LLC is a trusted financial advisory firm with over 15 years of experience in providing personalized and comprehensive financial services to individuals, families, and businesses. With a team of 10 highly skilled and knowledgeable advisors, the firm has assets under management of over $100 million.
Services offered by SFC Financial LLC include investment management, retirement planning, tax planning, risk management, and estate planning. The firm charges a fee based on a percentage of the assets under management, ensuring their interests are aligned with their clients'. The founder, John Smith, has over 25 years of experience in the industry and leads a team of reputable advisors.
SFC Financial LLC has a clean record with no disciplinary actions taken against them by regulatory bodies and is committed to transparency and ethical practices. Their diverse range of clients, strict code of ethics, and experienced team make them a reliable source for expert financial advice.